3rd & La Cienega Financial, LLC 401(k) Plan

Form 5500 filing data for plan year 2023.

Plan Snapshot

  • Plan Sponsor: 3rd & La Cienega Financial, LLC
  • Sponsor EIN: 461705095
  • Sponsor Address: 1821 CALLE DE LOS ALAMOS, SAN CLEMENTE, CA, 92672
  • Plan Type: 401(k)
  • Total Participants: 2
  • Total Assets: $3.6M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20232$3.6M$0$0
20222$3.4M$44,057$55,350

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